See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,373 | $109,982-54.2% | $97,226-48.2% | $145,922-65.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 27.66% | 242.90%-215.2pp | 75.13%-47.5pp | 561.29%-533.6pp |
| Employer contribution / active EE | $592 | $3,084-80.8% | $2,729-78.3% | $4,660-87.3% |
| Participant deferral / active EE | $4,600 | $4,676-1.6% | $4,264+7.9% | $6,688-31.2% |
| Admin fee / account holder | $241 | $6,221-96.1% | $5,654-95.7% | $13,397-98.2% |